How big is Bowline Financial LLC's plan?

Bowline Financial LLC's plan reported $149K in assets and 3 participants for 2025.

Original filing (PDF)20260521140357NAL0003302304001

Bowline Financial LLC

Name: Bowline Financial LLC — Bowline Financial LLC 401(k), Form 5500 (2025)
Creator: Bowline Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bowline Financial LLC 401(k) Plan

401(k) retirement plan · Bowline Financial LLC's Bowline Financial LLC 401(k) Plan held $149K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

People on this filing

John Herbert signed Bowline Financial LLC's 2025 Form 5500 as plan administrator.

John Herbert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bowline Financial LLC's EIN is 84-1748632.

EIN 84-1748632

Plan number 001

Plan year 2025

ACK ID 20260521140357NAL0003302304001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bowline Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bowline Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOWLINE FINANCIAL LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score